Paraplanner

An opportunity has arisen for an experienced paraplanner to join a well-established and respected Chartered Independent Financial Planning practice based in Blackburn.

A progressive and growing company that are devoted to helping individuals with their financial needs, with a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in all aspects of financial planning. Aided by in-house investment analysis and portfolio construction providing tailored solutions and ongoing investment management to assist clients, achieving their financial objectives. This is an outstanding opportunity for a Paraplanner looking to start their career or an experienced Paraplanner to join the team and play a key part in the ambitious growth plans.

* Liaising directly with client managers and advisers on a regular basis. * Contacting providers to obtain outstanding existing scheme/plan information * Analysing data and using research tools to provide solutions to meet client's needs and objectives * Liaising with our investment analysts to obtain appropriate investment solutions * Providing records to support research undertaken * Summary of client's needs, objectives and recommendation via a suitability letter and client illustration. * Carrying out all tasks to be consistent with compliance procedures. * Communicating with the all members of the team on a regular basis, to provide case updates. * Managing case work to meet company and client deadlines. * Opportunity to develop skills through industry exams to progress to investment analyst and/or adviser

If this sounds like you and something you are interested in just click the apply button! Or you can call Cristian on (Apply online only) to have a confidential chat about the role in more detail, your skills and requirements.

This ad is posted by CV Bay on behalf of a client. All of our Adverts are for live Jobs we’re actively recruiting for. We are a UK based Recruitment agency. We have dedicated teams and account managers to ensure we give the best possible service. If this particular Advert isn’t of interest to you, but you are a Financial Services Professional, please get in touch as we have new roles in on a daily basis